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Kimberly-Clark

1,195 hedge funds and large institutions have $26.1B invested in Kimberly-Clark in 2015 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 431 increasing their positions, 477 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

0.3% less ownership

Funds ownership: 68.08%67.78% (-0.3%)

1% less funds holding

Funds holding: 1,2051,195 (-10)

2% less capital invested

Capital invested by funds: $26.6B → $26.1B (-$542M)

10% less repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 477

20% less call options, than puts

Call options by funds: $144M | Put options by funds: $180M

Holders
1,195
Holders Change
-10
Holders Change %
-0.83%
% of All Funds
32.19%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.38%
New
53
Increased
431
Reduced
477
Closed
53
Calls
$144M
Puts
$180M
Net Calls
-$35.7M
Net Calls Change
-$59.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
1151
Vident Investment Advisory
Georgia
$30K +$30.6K +281 New
CAW
1152
Cornerstone Advisors (Washington)
Washington
$28K
CAL
1153
Capital Advisors Ltd
Ohio
$27K
ANBT
1154
American National Bank & Trust
Texas
$27K +$4.9K +45 +21%
RFS
1155
Rockefeller Financial Services
New York
$26K
TDC
1156
Thompson Davis & Co
Virginia
$26K
NCM
1157
Nelson Capital Management
California
$23K
IMS
1158
Index Management Solutions
Pennsylvania
$22K +$3.48K +32 +19%
FMP
1159
Financial Management Professionals
Texas
$21K
GI
1160
Gradient Investments
Minnesota
$18K +$12.3K +113 +188%
JWA
1161
JFS Wealth Advisors
Pennsylvania
$17K
PSC
1162
Prentiss Smith & Co
Vermont
$16K
CFG
1163
CKW Financial Group
Hawaii
$11K
HCP
1164
Holt Capital Partners
Texas
$11K
KIG
1165
Kessler Investment Group
Indiana
$11K
EDRE
1166
Edmond de Rothschild (Europe)
Luxembourg
$11K +$11.4K +105 New
PSI
1167
Pinnacle Summer Investments
Virginia
$10K -$915K -8,400 -99%
MPWT
1168
MassMutual Private Wealth & Trust
Connecticut
$8.01K -$12.1K -111 -61%
AWM
1169
AllSquare Wealth Management
New York
$8K
MFBTD
1170
MB Financial Bank - Trust Department
Illinois
$8K
PCTC
1171
Perkins Coie Trust Company
Washington
$8K
ARMC
1172
American Research & Management Company
Massachusetts
$7K
CFSG
1173
Community Financial Services Group
Vermont
$6K -$10.9K -100 -65%
EWM
1174
Edge Wealth Management
New York
$6K -$5.45K -50 -48%
OSAM
1175
O'Shaughnessy Asset Management
Connecticut
$6K +$6.53K +60 New

KMB Hedge Fund Activity: Q2 2015 in Review

1,195 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Kimberly-Clark (KMB) for Q2 2015, worth a combined $26.1B — down 2% from $26.6B a quarter earlier.

Fund positioning in KMB was balanced in Q2 2015: 53 funds opened new positions, 53 closed out, 431 added to existing stakes and 477 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $119M. The largest seller was Schroder Investment Management Group, cutting an estimated $94.9M.

  • 1,195 institutional investors held Kimberly-Clark (KMB) as of Q2 2015, down from 1,205 in Q1 2015.
  • Funds reported $26.1B of Kimberly-Clark stock for Q2 2015, down 2% quarter-over-quarter.
  • 53 funds opened new Kimberly-Clark positions in Q2 2015 and 53 closed out, a net change of 0 holders.
  • The largest Kimberly-Clark buyer in Q2 2015 was VOYA Investment Management, an estimated $119M added.
  • The largest Kimberly-Clark seller in Q2 2015 was Schroder Investment Management Group, an estimated $94.9M sold.

Based on aggregated 13F filings for Q2 2015.